ISGJX Mutual Fund

ISGJX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
-1.57%
3 Months
-0.89%
6 Months
+9.52%
YTD
+6.32%
1 Year
+8.68%
3 Years (annualized)
+13.29%
5 Years (annualized)
+6.10%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISGJX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+6.32%
Peer Avg (YTD)
+4.96%
vs Peers
+1.35%

ISGJX Mutual Fund Performance

ISGJX performance across multiple time periods: 1-month -1.57%, YTD 6.32%, 1-year 8.68%, 3-year 13.29%, 5-year 6.10%, 10-year 8.37%.

ISGJX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

ISGJX vs another fund shows side-by-side returns. ISGJX alternatives are available in the Mutual Fund Screener.